Dan Boyd
Person
Dan Boyd is a producer or behind-the-scenes contributor on Motley Fool Hidden Gems Investing, where he participates in the show’s stock discussions.
18 episodes featuring Dan Boyd
Motley Fool Hidden Gems Investing
Nike stumbles as AI excitement tests investor judgment
The episode connects AI-fueled market optimism with consumer strain and company-specific risks, asking whether technological progress will translate into durable shareholder returns.
Oct 2, 2026 · 40 min
Motley Fool Hidden Gems Investing
Accenture faces an AI test as private assets court retail investors
The episode weighs Accenture’s investment case against the risks of giving individual investors access to opaque private markets.
Oct 1, 2026 · 28 min
Motley Fool Hidden Gems Investing
AI agents face a costly test of durable demand
The episode weighs whether expensive AI products can sustain revenue when powerful technology companies may eventually offer similar capabilities for free.
Sep 30, 2026 · 20 min
Motley Fool Hidden Gems Investing
Airlines chase premium revenue as investors question durability
The episode tests whether better seats, smarter pricing, and higher-end services can make a historically cyclical industry a dependable long-term investment.
Sep 29, 2026 · 23 min
Motley Fool Hidden Gems Investing
Nvidia’s Buyback Tests the Limits of AI-Era Confidence
The episode connects Nvidia’s capital returns to doubts about AI-cycle durability, then applies a similar risk lens to defense startups and fintech competition.
Sep 28, 2026 · 24 min
Motley Fool Hidden Gems Investing
Meta bets hardware can turn AI into a daily platform
Meta’s glasses and Muse assistant face the harder test of changing consumer habits while Oracle’s risks expose the fragility of the AI infrastructure boom.
Sep 25, 2026 · 40 min
Motley Fool Hidden Gems Investing
Oracle’s AI commitments expose cracks in the infrastructure boom
Oracle’s force majeure declaration raises questions about AI demand, financing, litigation, and whether infrastructure plans can keep pace with changing compute needs.
Sep 24, 2026 · 27 min
Marketplace
Fed officials prepare markets for higher rates
The episode connects persistent inflation and monetary-policy uncertainty with labor disruption, housing strain, climate risk, and pressure on farmers.
Sep 24, 2026 · 25 min
Motley Fool Hidden Gems Investing
Meta bets partnerships can unlock agentic commerce
The episode tests whether AI agents will reshape shopping first for consumers or for businesses, while weighing which technology companies can capture the value.
Sep 23, 2026 · 23 min
Motley Fool Hidden Gems Investing
Falcon 9’s possible retirement exposes launch-market fault lines
A transition from Falcon 9 to Starship could reshape launch capacity, pricing power, supplier opportunities, and space-investment risk.
Sep 22, 2026 · 24 min
Motley Fool Hidden Gems Investing
Diesel shock tests markets, Berkshire succession and stock-picking discipline
The episode connects an energy-cost surge to inflation and business margins, then examines how Berkshire’s leadership change could reshape investor expectations.
Sep 21, 2026 · 26 min
Motley Fool Hidden Gems Investing
Investors test consumer weakness against AI’s promise
The episode connects household pressure, expensive capital, and uncertain AI economics to a practical question: where does durable value remain?
Sep 18, 2026 · 40 min
Motley Fool Hidden Gems Investing
AI’s growth story meets the moat problem
The episode tests whether fast-growing AI companies offer durable advantages or merely expensive exposure to a rapidly shifting market.
Sep 16, 2026 · 21 min
Motley Fool Hidden Gems Investing
Washington Takes Stakes in Strategic Companies
Government capital is moving beyond subsidies into ownership, creating new support for strategic industries while raising questions about political influence and business discipline.
Sep 15, 2026 · 29 min
Motley Fool Hidden Gems Investing
AI leaders weigh safety against the cost of staying ahead
Calls to slow frontier AI development may reflect real safety concerns, but they also affect competition, regulation, spending, and investment decisions.
Sep 14, 2026 · 27 min
Motley Fool Hidden Gems Investing
GE bets on vertical integration as corporate risks multiply
The episode connects GE’s supplier acquisition, Boston Scientific’s cyberattack, and reverse stock splits through a broader question about control, resilience, and corporate health.
Sep 8, 2026 · 22 min
Motley Fool Hidden Gems Investing
Bloom Energy bets speed can beat the power bottleneck
The discussion tests whether Bloom’s deployment advantage can withstand an eventual slowdown in AI infrastructure spending while placing ROIC in a broader business-quality framework.
Sep 7, 2026 · 31 min
Motley Fool Hidden Gems Investing
Tesla’s robotaxi rollout exposes a wider AI business test
The episode asks whether technical ambition can translate into durable revenue as autonomous driving and AI reshape major industries.
Sep 4, 2026 · 42 min